Compare · 3 funds side by side · dividends reinvested

DEW, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,312DEW · best of the three

02 / 04

DEW, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.01%+21.0%+27.5%+23.0%+12.9%−6.3%10.0%$169M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DEW 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $169M$18,312

DEW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

DEWMeasureSPYM

+21.0%Year to dateJan 1 → Nov 5+8.4%

+27.5%1 yearTotal return+9.8%

+23.0%3 years · per year$10,000 became $18,612 · $18,222+22.1%

+12.9%5 years · per year$10,000 became $18,312 · $17,164+11.4%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

3.01%Trailing 12-mo yield$301 · $106 a year on $10k1.06%

−6.3%Worst dropSmaller is better−8.9%

10.0%VolatilityLower is calmer13.6%

DEWSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1DEW wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEW vs SPYM: Top 5 Holdings

Today

DEW

8.2%in top 5

SPYM

in top 527.7%

DEWStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common8.5%

End-of-day Nov 5, 2026 · share of each fund

DEW vs SPYM Returns, Every Period

WisdomTreeDEW

+12.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DEWSPYMFaded: behind in that period

4–0DEW wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: DEW vs SPYM

YTD

WisdomTreeDEW

+21.0%

SPYMSPDR

+8.4%

+21.0%Year to date+8.4%

−6.3%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y13.6%

3.0%Yield1.1%

$169MAssets$182B

4–0DEW wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEW, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DEW0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DEW, SPYM, SPY

3.01%highest, DEW

FundTrailing yieldYield$10k

DEW3.01%$301

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$243most kept, DEW

DEW$301 − $58 = $243

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DEW, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DEWSPYMSPY

DEW—8.5%8.5%

SPYM8.5%—99.9%

SPY8.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%DEW, at 10.0% volatility

DEWWorst drop−6.3%10.0% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DEWSPYM

+21.0%Year to date+8.4%

3.0%Yield1.1%

+27.5%Past year+9.8%

0.58%Fee0.02%

3–1DEW wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026